VB icon

Vanguard Small-Cap ETF

2,178 hedge funds and large institutions have $39.5B invested in Vanguard Small-Cap ETF in 2025 Q3 according to their latest regulatory filings, with 138 funds opening new positions, 873 increasing their positions, 827 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more funds holding in top 10

Funds holding in top 10:

6% more repeat investments, than reductions

Existing positions increased: 873 | Existing positions reduced: 827

5% more capital invested

Capital invested by funds: $37.8B → $39.5B (+$1.7B)

0.95% less ownership

Funds ownership: 59.6%58.65% (-0.95%)

Holders
2,178
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
184
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$17.2M
Puts
$6.39M
Net Calls
Net Calls Change

Top Buyers

1 +$235M
2 +$123M
3 +$111M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$92.4M
5
State Street
State Street
Massachusetts
+$60.5M

Top Sellers

1 -$1.07B
2 -$215M
3 -$197M
4
WA
Waterford Advisors
New York
-$94M
5
UBS Group
UBS Group
Switzerland
-$61.5M
Name Holding Trade Value Shares
Change
Change in
Stake
BFS
2001
Burkett Financial Services
South Carolina
$108K
GCM
2002
Gables Capital Management
Florida
$108K
SIS
2003
Sound Income Strategies
Florida
$105K
RLIM
2004
Red Lighthouse Investment Management
New York
$105K
SS
2005
Sunbelt Securities
Texas
$104K
SGK
2006
Steigerwald Gordon & Koch
Virginia
$104K
FCMT
2007
Founders Capital Management (Texas)
Texas
$103K
AIA
2008
Armor Investment Advisors
North Carolina
$102K
WCAMG
2009
Woodard & Company Asset Management Group
North Carolina
$102K
MJRIC
2010
Mogy Joel R Investment Counsel
California
$102K
SC
2011
Swan Capital
Florida
$100K
MCA
2012
Midwest Capital Advisors
Michigan
$98.2K
MLA
2013
MB, Levis & Associates
Pennsylvania
$97.9K
GWSG
2014
GPS Wealth Strategies Group
Colorado
$96.5K
1NWS
2015
1 North Wealth Services
Maryland
$95.1K
HWA
2016
Heritage Wealth Advisors
Virginia
$94.8K
IWMA
2017
Ironwood Wealth Management (Arizona)
Arizona
$93.6K
RWS
2018
Retirement Wealth Solutions
Wisconsin
$92.4K
AFG
2019
Albion Financial Group
Utah
$91.5K
GI
2020
GS Investments
Minnesota
$90.8K
TCA
2021
Trifecta Capital Advisors
Illinois
$90.3K
FLFS
2022
Family Legacy Financial Solutions
North Carolina
$85.6K
RIA
2023
Realta Investment Advisors
Delaware
$85.2K
APW
2024
Atlantic Private Wealth
North Carolina
$85K
GFL
2025
Granite FO LLC
New Hampshire
$83.4K